ESOP · DOL Form 5500 · 2024
J&r Schugel Holding, Inc. ESOP
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 515
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $118,859
- Avg per participant Near avg balance/head
Official DOL plan name: J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust · Sponsored by J&r Schugel Holding, Inc. · Minnesota · Transportation & Warehousing
$61M in assets, 515 participants
J&r Schugel Holding, Inc.'s J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust reported $61M in total assets and 515 participants in its 2024 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,783 in Transportation & Warehousing (3,299 peers)
Coverage in Minnesota
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust covers 515 participants in Minnesota, about 46% of the average Minnesota filer (state average ~1,126 per filing). Assets: $61M.
- #2,783
- in Transportation & Warehousing (3,299 peers)
- -11.4%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,212,393 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (515 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$4M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $69M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 532 in the plan year 2023 filing to 515 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 411239449 · J&r Schugel Holding, Inc. PY 2024 · ESOP
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust · $61M · 515 · 86th
- IND $61M
- EOY 515
- 5500 86th
- ASSETS ESOP
- PCT near California Coast University Employee Stock Ownership Plan
- EIN ind #2783
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Minnesota →
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | -$8M |
| Employer EIN | 411239449 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J&r Schugel Holding, Inc.)
Sponsor-wide plan assets over time
All J&r Schugel Holding, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 11.661830518020196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,417 | $81M |
| 2023 | 2 | 1,378 | $79M |
| 2024 | 2 | 1,351 | $71M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
- Force America Inc. Employee Stock Ownership Plan $473M · 615
- Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
J&r Schugel Trucking, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is California Coast University Employee Stock Ownership Plan in CA ($61M); by covered participants it is Birkey's Employee Stock Ownership Plan in IL (515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- California Coast University Employee Stock Ownership Plan (CA) $61M · 27
- Flynn Burner Corporation Employee Stock Ownership Plan & Trust (NC) $61M · 48
- Lerch Bates Inc. Employee Stock Ownership Plan and Trust (CO) $61M · 343
- Midway Ford Truck Center, Inc. Employee Stock Ownership Plan (MO) $61M · 261
Similar participant headcount
Nearest other-state filings by covered participants (515 participants); asset peers above are excluded.
- Birkey's Employee Stock Ownership Plan (IL) 515 · 0 off
- 3ls, Inc. Employee Stock Ownership Plan (TN) 515 · 0 off
- Sc Holdings, Inc. Employee Stock Ownership Plan (ME) 513 · 2 off
- Electric Plus Employee Stock Ownership Plan (IN) 517 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.